Bank of America
Financial Solutions Advisor - Portland Metro
$70K–$80K
Portland +4 · Full-time · Posted Aug 6, 2026
- Location
- Portland
Vancouver
Hillsboro
Battle Ground
Beaverton - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-oriented sales environment; preferred: three or more years in financial services and/or such a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to appropriate internal providers, and identify potential new clients.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66, or equivalent Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years in financial services and/or a sales environment where goals were met or exceeded.
- Additional professional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative